-18.8%
SMCI vs AMIX
-99.9%
+81.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +1.9% | +1.7% |
| 7D | +9.7% | -3.4% | +13.0% | +9.7% |
| 30D | +29.3% | -54.4% | +83.7% | +30.7% |
| 3M | -8.5% | -45.7% | +37.3% | -11.9% |
| 6M | +28.6% | -49.2% | +77.7% | +23.7% |
| YTD | +37.5% | -60.3% | +97.9% | +32.1% |
| 1Y | +0.5% | -81.4% | +81.9% | -3.3% |
| All | -18.8% | -99.9% | +81.1% | -33.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded AMIX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling